Job Description

Client Service Representative

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client service support, we would like to talk to you! Our growing financial service firm in Fort Myers, FL is seeking to add a Client Service Representative to our team!

The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

Job Description:

The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.

Key Skills:

• Strong organizational skills
• Excellent communication; written and verbal
• Attention to detail and accuracy
• Proactive management style and consistent follow-through
• Active Listening and Decision Making

Minimum Requirements:

• Finance/associate’s degree preferred
• Financial Industry experience preferred
• Experience with MS Office Suite and the ability to learn new software quickly
• CRM experience

Responsibilities:

This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:

Client Service

• Assisting clients with overall maintenance of annuity accounts
• Non-financial changes, RMDs, withdrawal requests, allocations, policy renewals, etc.
• Filing death claims for deceased clients.
• Obtaining all necessary paperwork from both clients and insurance carriers; ensuring the completion of claim.
• Keeping databases updated with closed accounts, portfolio values, and general information.
• Helping clients with online registrations for accessing accounts via Orien or directly through company website.
• Respond to incoming and outgoing client inquiries by phone and email requests.
• Running annual RMD report for eligible clients; ensuring required distributions are taken.
• Act as liaison between clients and financial advisors when needed.
• Meeting with clients if necessary.
• Balance Sheet, completion, and Appointment Prep
• Assign task provided by advisor dictations to staff

Administrative/ Misc.

• Attend educational seminars and client events
• Assist in training and development
• Back Up for client operations specialist
• Ensure all scheduled appointments are readily prepared for each financial advisor
• Database maintenance

Hours

• M-F 9am-5pm

Benefits

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Short-Term Disability
• Long-Term Disability
• Basic Life Insurance
• 401(k)
• PTO

Salary

• To be discussed by the firm

Presented by Advisor Employee Services Thank you for your interest in the Client Service Representative role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

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